To copy a multicompany structure

This topic describes in high level how to copy a multicompany structure to a new multicompany structure. This structure includes the central company (central DEM) company. The target structure has its own central DEM company.

A scenario example:

A multicompany structure, consisting of companies 500 (central DEM company), 501, 502 and 503, is copied to a new multicompany structure, consisting of companies 600 (central DEM company), 601, 602 and 603.

This is useful for testing purposes when two or more company structures, that have the same company data, are required.

Procedure summary
  1. Create the target companies
  2. Define logical tables for the target companies
  3. Export data from the source companies
  4. Correct company numbers
  5. Import data into the target companies
  6. Create missing tables for the target companies
  7. Define the central DEM company for each target company
  8. Export version and model data from the source central DEM company
  9. Import version and model data into the target central DEM company
  10. Correct the financial company number for enterprise units
  11. Specify the operational enterprise structure model
  12. Reorganize tables and repair reference counters for the target companies
Note

Step 7 through 11 are used to load and update Enterprise Modeler (DEM) data into the target multicompany structure. The sequence in which you perform these steps is very important:

  • In step 8 and 9 the Enterprise Structure Model (ESM) is copied from the source central DEM company to the target central DEM company.
  • You must make this new ESM operational in the target multicompany structure (step 11). However, you must first perform step 10 to correct the financial company number for enterprise units in the target multicompany structure, so that they are linked to the target financial companies rather than to the source financial companies. Warning: if you first make the new ESM operational, you cannot change the financial companies for the enterprise units anymore.
  • For details on each step, see To copy a multicompany structure - Procedure details.
  • For detailed information on the sessions that are used in the procedure, see the session help.
  • Related documentation on this topic:
    • Infor LN User Guide for Setting Up a Company (U9503)
    • Infor LN User Guide for Multicompany Structures (U9504 US)

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